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Vanguard Utilities ETF
VPU

Overview Fund Activity

380 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
6.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
137
Reduced
86
Closed
27
Calls
$4.15M
Puts
$3.91M
Net Calls
+$235K
Net Calls Change
-$846K

Top Buyers

1
Citigroup
Citigroup
New York
+$45M
2
AIC
Ameritas Investment Company
Nebraska
+$36.9M
3
JWCA
J.W. Cole Advisors
Florida
+$22.8M
4
LPL Financial
LPL Financial
California
+$9.55M
5
PL
Polianta Ltd
Jersey
+$7.81M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$8.74M
2
Truist Financial
Truist Financial
North Carolina
-$6.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$6.27M
4
AWM
AE Wealth Management
Kansas
-$2.99M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPB
276
First PREMIER Bank
South Dakota
$180K – – –
RIM
277
Rockbridge Investment Management
New York
$179K +$1.95K +14 +1%
NSIM
278
North Star Investment Management
Illinois
$171K – – –
SPIA
279
Steward Partners Investment Advisory
New York
$171K +$13.9K +100 +9%
Bessemer Group
280
Bessemer Group
New Jersey
$170K – – –
HIIFS
281
Harel Insurance Investments & Financial Services
Israel
$163K – – –
BWM
282
BerganKDV Wealth Management
Minnesota
$159K – – –
WT
283
Whittier Trust
California
$152K – – –
EIP
284
Ellis Investment Partners
Pennsylvania
$151K – – –
CIA
285
Choate Investment Advisors
Massachusetts
$144K – – –
FGAM
286
Financial Gravity Asset Management
Texas
$139K -$209K -3 -60%
TIM
287
Tortoise Investment Management
New York
$139K – – –
CCM
288
Covington Capital Management
California
$133K – – –
PCFFS
289
Pacific Center for Financial Services
California
$128K – – –
CAL
290
Capital Advisors Ltd
Ohio
$121K – – –
Koshinski Asset Management
291
Koshinski Asset Management
Illinois
$119K +$119K +852 New
AF
292
Allworth Financial
California
$114K +$106K +762 +1,411%
NSB
293
Norway Savings Bank
Maine
$111K -$4.19K -30 -4%
SWM
294
Selective Wealth Management
Virginia
$111K – – –
FP
295
Financial Perspectives
Minnesota
$107K – – –
AWM
296
Atticus Wealth Management
Florida
$106K – – –
NFSG
297
Newbridge Financial Services Group
Florida
$99K +$40.6K +293 +70%
EVM
298
Eaton Vance Management
Massachusetts
$97K – – –
CB
299
Community Bank
New York
$95K – – –
MFA
300
McClarren Financial Advisors
Pennsylvania
$94K +$94K +682 New
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12
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